Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

Barclays PLC, founded in 1690 by goldsmith bankers in London, is a British multinational financial institution headquartered in London, operating as one of the world’s oldest banks with a significant presence in investment banking, retail banking, and wealth management. Managing billions in assets, Barclays serves millions of customers globally through its retail arm (notably in the UK) and its investment banking division, which excels in trading, mergers and acquisitions, and capital markets, competing with Wall Street giants. The bank has navigated challenges like the 2008 financial crisis—opting for private funding over a government bailout—and has since focused on restructuring, digital innovation, and sustainable finance initiatives. With a rich history and a modern global footprint, Barclays remains a key player in both UK and international financial markets.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.4B
AUM Growth
-$19.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,701
New
Increased
Reduced
Closed

Top Buys

1 +$292M
2 +$288M
3 +$273M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$261M
5
NI icon
NiSource
NI
+$240M

Top Sells

1 +$2.05B
2 +$1.81B
3 +$1.01B
4
XOM icon
Exxon Mobil
XOM
+$862M
5
TSLA icon
Tesla
TSLA
+$834M

Sector Composition

1 Technology 27.57%
2 Consumer Discretionary 11.38%
3 Healthcare 10.81%
4 Financials 10.71%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$1.19M ﹤0.01%
33,953
+1,878
1952
$1.18M ﹤0.01%
23,923
+11,059
1953
$1.18M ﹤0.01%
104,437
+24,442
1954
$1.18M ﹤0.01%
18,651
+5,294
1955
$1.18M ﹤0.01%
15,540
+7,346
1956
$1.18M ﹤0.01%
31,276
-31,152
1957
$1.18M ﹤0.01%
17,151
+544
1958
$1.17M ﹤0.01%
63,427
+32,911
1959
$1.17M ﹤0.01%
40,346
+2,678
1960
$1.17M ﹤0.01%
16,398
+9,790
1961
$1.17M ﹤0.01%
74,980
-29,274
1962
$1.17M ﹤0.01%
23,180
+1,768
1963
$1.17M ﹤0.01%
23,879
+608
1964
$1.17M ﹤0.01%
41,568
+4,427
1965
$1.17M ﹤0.01%
29,707
+3,624
1966
$1.17M ﹤0.01%
3,022
-2,063
1967
$1.17M ﹤0.01%
6,121
+254
1968
$1.16M ﹤0.01%
23,226
+679
1969
$1.16M ﹤0.01%
+16,700
1970
$1.16M ﹤0.01%
107,798
-71,694
1971
$1.16M ﹤0.01%
16,023
+4,526
1972
$1.16M ﹤0.01%
63,816
-37,353
1973
$1.16M ﹤0.01%
38,156
+424
1974
$1.16M ﹤0.01%
52,963
+4,070
1975
$1.16M ﹤0.01%
9,034
+541